Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The Power of Nature
01:43 • 3min
The Romantic Life of a Backpacker
04:24 • 3min
The Transition to EVs
07:29 • 5min
The Future of Batteries
12:24 • 3min
The Evolution of Microship Technology
15:51 • 2min
The Importance of Renewable Energy in the Energy Transition
18:14 • 3min
The Cost Structure of Renewable Energy
21:35 • 5min
The Input Costs of Mining
27:01 • 5min
The Asymmetric Bank and the Keynesian Beauty Contest
32:13 • 4min
How to Achieve Positive Convexity in the Natural Resource Space
36:34 • 2min
How to Build a Gold Asset Manager
38:40 • 4min
The Importance of Structure in a Portfolio
42:35 • 2min
The Long Volatility Overlay
44:34 • 4min
How to Hedge Out and Neutralize Global Macro
49:02 • 3min
The Potential for European Power Markets
51:44 • 3min
How to Be a Better Portfolio Manager
54:31 • 2min